Portfolio Strategist

Quantinno Capital Management•New York, NY

1d•$125,000 - $175,000•Onsite

About The Position

Quantinno Capital Management, established in 2018 by alumni from some of the world’s largest investment firms, is an asset manager specializing in innovative tax-aware investment strategies. Leveraging expertise in quantitative investment approaches, Quantinno offers tailored solutions for taxable investors. Quantinno currently manages over $40 billion in assets on behalf of some of the largest Family Offices, Multi-Family Offices, and Registered Investment Advisors (RIAs) in the country. Quantinno is seeking a highly motivated and detail-oriented Portfolio Strategist to join our fast-growing firm. The Portfolio Strategist role is responsible for ensuring that client portfolios are aligned with their objectives. Portfolio Strategists are experts on Quantinno’s products and capabilities and will work closely with clients and the Portfolio Management team to develop optimal client solutions and insights. Additionally, the team is involved in different stages of the investment process, including performance monitoring and attribution. This role is ideal for individuals who possess exceptional analytical and communication skills, a knack for problem-solving, and a strong desire to work in an agile, fast-paced investment environment.

Requirements

Undergraduate or master's degree in finance, economics, mathematics, or a related field
2-5+ years of relevant experience in financial services, preferably in a client-facing and analytical role in investment management or related industry
Proficiency in Python, with experience with Pandas and data analysis preferred
Strong analytical mindset and can adapt to complex and evolving scenarios
Excellent communication and interpersonal skills, with the ability to clearly articulate technical topics to clients and internal stakeholders

Nice To Haves

Experience with version control (Git) and working in a collaborative development environment is a plus

Responsibilities

Act as the primary point of contact for client questions requiring analysis or complex customizations
Translate clients’ needs into actionable items for portfolio managers and traders
Conduct custom portfolio analysis to address questions from clients and senior investment professionals
Collaborate with other team members to support the investment process and client service
Communicate analysis and insights to portfolio managers and senior leadership, producing clear, actionable reports